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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,983 | $45,566+158.9% | $64,105+84.0% | $59,633+97.8% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -0.57% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,156 | $934+130.8% | $1,820+18.5% | $2,203-2.1% |
| Participant deferral / active EE | $4,842 | $2,057+135.4% | $2,822+71.6% | $3,192+51.7% |
| Admin fee / account holder | $5,582 | $3,268+70.8% | $4,499+24.1% | $4,297+29.9% |